Investments & Strategies


Alternative ideas that can offer:

  • Higher Returns
  • Increased Liquidity
  • Critical Tax Advantages

Get out of the “stocks and funds box”!

Learn now about how to round out your portfolio for​ ​real diversification​ with a wide variety of investments your stockbroker will never carry, and never tell you about. (NOTE: For educational purposes only. No public offereings will be made.)

  • How has technoology opened up a world of opportunity in the New and Old Energy Industries!
  • Financial tech! Banks are being replaced in the small business market by investors and online companies. (Amazon leads the way!)
  • The explosion of Bitcoin and digital coin offerings
  • Learn more about Life Settlement contracts as a sure bet for outcomes in any market or economy!
  • And more!


What good is a great investment when your gains are either taxed away or subject to legal or estate planning pitfalls?

How​ ​you​ ​hold​ ​your​ ​investments is​ ​crucial​ ​to​ ​keeping​ ​your​ ​gains for the best benefit of you, your family, or your business.

Learn​ ​from​ ​the​ ​experts​ ​in​ ​this section:

  • Best Corporate Benefit Plans
  • Planning for families with Special Needs members
  • Best Tax-Advantaged Planning
  • Business Succession
  • Elder planning for Medi-Cal and Long-Term Care qualification

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